+31.5%
OXY vs GDXJ
+58.9%
-27.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -1.1% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | +11.6% | +17.9% | -6.3% | +13.2% |
| 3M | +2.8% | +15.3% | -12.5% | +4.7% |
| 6M | +13.0% | -9.4% | +22.5% | +16.7% |
| YTD | +47.4% | +13.4% | +34.0% | +49.7% |
| 1Y | +31.5% | +59.7% | -28.2% | +39.8% |
| All | +31.5% | +58.9% | -27.5% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GDXJ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling